Wake Up with Wealthtender: Is Active Your Thing?

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Good morning.

Buy low! Sell high! Buy the dip! Sell! Sell! Sell! 😱

The last year has seen countless headlines in the Wall Street Journal and ‘breaking news’ reports on CNBC covering the fast trading in and out of meme stocks. While this might be considered an extreme form of active investing, traditional approaches to active management are much less frantic and arguably considerably more thoughtful. 📈

While last week’s newsletter focused on investing in index funds, today’s recommended reads will help you decide if active management is right for you. And fortunately, it’s not an either/or choice. A portfolio combining passively managed index funds with individual stocks or actively managed funds may offer the best of both worlds. ☯

And whether it all sounds overwhelming or you simply prefer the help of a professional, you’ll find financial advisors on Wealthtender ready to help. 😅

Friday Trivia: What does CNBC stand for? 👇

Financial Advisors Who Buy Individual Stocks and Bonds

While low cost index mutual funds and ETFs have surged in popularity among do-it-yourself investors and financial advisors alike, investing directly in individual stocks and bonds could offer many potential benefits depending upon your unique circumstances.

But investing in individual securities comes with additional risks and requires considerable time, knowledge and discipline to thoughtfully build and maintain diversified portfolios of stocks and bonds to achieve desired outcomes.

Is a financial advisor who invests directly in stocks and bonds right for you?
[Let’s Find Out]

Recommended Reads & Listens

Enjoy this curated selection of content from Wealthtender Financial Network partners.

📊 Is Dividend Growth Investing Better Than Index Investing?

Why is dividend growth investing better than index investing? This is a controversial topic and the subject of many debates. [Dividend Power]

🌜 To the Moon!

Moonshot investing involves buying stocks in companies you believe will have a meteoric rise. It’s not for the faint of heart. [Financial Freedom Countdown]

💻 DIY Investing

Learning how to invest for yourself can feel very daunting. But it doesn’t have to be complicated. [Handful of Thoughts]

🤖 Are Robo-Advisors Doomed?

Most robo-advisors practice some form of a passive index fund investing approach. If they’re all doing it, are they all doomed? [Barbara Friedberg Personal Finance]

Can’t get enough? Check out these articles from members of our community, too:

Is Using Past Results to Pick Your Investments Crazy or Smart? [Wealthtender]
5 Minute Intro to Buying Stocks [MoneyNing]
Problems with Smart Beta [Occam Investing]
5 Reasons Why Active Management Work [ValueWalk]

Still want more? 🔎 Put the WISE Search Engine to work for you.

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